Clarus Wealth Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Clarus Wealth Advisors’s Portfolio ALTL Stock Details ALTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.87M	Buy	157,720 +5,425	+4%	+$196K	3.57%	5
2023 Q1	$5.56M	Buy	152,295 +87,298	+134%	+$3.41M	3.5%	6
2022 Q4	$2.66M	Buy	+64,997	New	+$2.55M	1.74%	20

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Clarus Wealth Advisors's ALTL Position: Q2 2023 in Review

Clarus Wealth Advisors increased its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 3.6% in Q2 2023, buying an estimated $196K and bringing the position to 157,720 shares worth $5.87M. The position accounts for 3.57% of the portfolio, ranked #5.

Clarus Wealth Advisors first reported a position in ALTL in Q4 2022 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Clarus Wealth Advisors held 157,720 shares of Pacer Lunt Large Cap Alternator ETF worth $5.87M as of Q2 2023.
Clarus Wealth Advisors bought 5,425 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $196K.
Pacer Lunt Large Cap Alternator ETF made up 3.57% of Clarus Wealth Advisors's portfolio in Q2 2023, its #5 holding.
Clarus Wealth Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.